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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,030 | $39,132-92.3% | $57,196-94.7% | $62,881-95.2% |
| Participation rate | 46.4% | 70.5%-24.1pp | 75.3%-28.9pp | 69.3%-22.9pp |
| Annual return | 3.75% | 9.24%-5.5pp | 14.59%-10.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,250 | $1,874-33.3% | $2,683-53.4% | $2,281-45.2% |
| Participant deferral / active EE | $624 | $2,374-73.7% | $3,096-79.8% | $3,203-80.5% |
| Admin fee / account holder | $32 | $2,594-98.8% | $3,141-99.0% | $4,296-99.2% |